Caliber Wealth Management (Kansas)’s Innovator US Equity Buffer ETF November BNOV Stock Holding History

Caliber Wealth Management (Kansas)’s Portfolio BNOV Stock Details BNOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$319K	Hold	6,671	–	–	0.03%	233
2026 Q1	$287K	Hold	6,671	–	–	0.03%	220
2025 Q4	$297K	Hold	6,671	–	–	0.03%	217
2025 Q3	$290K	Hold	6,671	–	–	0.03%	209
2025 Q2	$275K	Hold	6,671	–	–	0.03%	237
2025 Q1	$255K	Buy	+6,671	New	+$263K	0.03%	212

Other funds holding BNOV

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

BIM

Bullseye Investment Management Cincinnati, Ohio $203M AUM 11% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MSA

McAlister Sweet & Associates Houston, Texas $187M AUM 26.27% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s BNOV Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) held its Innovator US Equity Buffer ETF November (BNOV) position steady in Q2 2026 at 6,671 shares worth $319K. The position accounts for 0.03% of the portfolio, ranked #233.

Caliber Wealth Management (Kansas) first reported a position in BNOV in Q1 2025 and has held it in 6 quarters since. 94 funds tracked by Wall St. Rank hold BNOV as of Q2 2026.

Caliber Wealth Management (Kansas) held 6,671 shares of Innovator US Equity Buffer ETF November worth $319K as of Q2 2026.
Caliber Wealth Management (Kansas) left its Innovator US Equity Buffer ETF November share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF November made up 0.03% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #233 holding.
Caliber Wealth Management (Kansas) first reported a position in Innovator US Equity Buffer ETF November in Q1 2025 and has held it in 6 quarters since.
94 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF November as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.